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Complete accounting policies and procedures solutions for small and medium enterprises.
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Internal Control Procedures

The Copedia Internal Control templates include our accounting, operational, and entity controls along with a risk management framework and evaluation tools. The internal control procedures templates include an 8 page internal control policy, internal control review procedures, our spreadsheet tools for evaluation, and corrective action procedures for compliance. This internal control system is ideal for small and medium sized entities. It helps comply with audits, board requirements, and best practices. Our internal control templates download in Word and Excel. They are thorough, easy to read, and ready to customize.

Accounting Policy and Procedures Templates

Our Accounting Policies and Procedures Templates include:
  • Revenue
  • Accounts Receivable and Cash Receipts
  • Purchasing and Receiving
  • Accounts Payable and Cash Disbursements
  • Payroll Procedures
  • Assets and Liabilities
  • General Ledger and Financial Reporting
  • Accounting Controls and Best Practices with evaluation tools

More than 200 pages of content templates that you can modify

Covering more than 50 accounting policies and procedures


  • Financial Analysis and Benchmarking Tools
  • Process Flowcharts

Use the Accounting Manual Templates to develop a complete accounting manual for your business or nonprofit. The financial policies, procedures and accounting internal controls work together in a correct framework as required by authorities, regulators, auditors, credentialing inspectors, and other certifications.

Small Business Accounting and Management Templates

The Small Business Accounting and Management Templates include:
  • Purchasing
  • Accounts Payable and Disbursements
  • Revenue
  • Accounts Receivable
  • Cash Receipts and Cash Management
  • Payroll
  • Assets, Liabilities, Owners' Equity
  • G/L and Financial Reporting
  • Benchmanrking and Financial Analysis
  • Internal Controls for Small Business
  • Process Flowcharts
  • Administration and Conduct
  • Planning
  • Internal Controls for Small Business
  • Governance
  • Computers and IT
These policies, procedures, and accounting controls work together to form and ideal manual for smaller businesses and non-profits. This template suite is a subset of all Library products and is the lighter version of our Accounting and Management Template Library. Approximately 300 pages of templates plus forms and spreadsheet tools.

Non-Profit Policies and Procedures

The Copedia Non Profit Content Library is a template set that includes our content just for non profits:

  • Accounting Policy and Procedure Manuals
  • Management Policies and Procedures
  • Internal Controls and Best Practices with evaluation tools
  • Employee and HR Policy Procedures with Forms
  • Project Management Policies and Procedures with Forms
  • Safety Program, Manual, and Forms
  • Copedia Framework

You will have the whole set to develop your manuals. Over 600 pages of easy to read and customizable content.

Our Best Value. Save 40% over ordering separately

Accounting and Management Template Library

The Accounting and Management Template Library includes the following content:

This Template Library is used to develop complete documentation of your accounting and management system. The policies, procedures and internal controls work together in a correct framework as required for accreditation, certifications, audits, and Board requirements.

This download contains more than 400 pages of concise quality content plus spreadsheet tools and forms. Save 30% over ordering separately!

Contractor Accounting and Management
Contractor and Construction Accounting and Management Templates for Project oriented businesses. Includes Project Management, Job / Project Costing, and Internal Project Controls.
Copedia Pro
Copedia Pro
Our Price: $895.00
Copedia Pro is a governance, compliance and workflow app. The software provides a centralized knowledge repository stored in either Microsoft Office or the Google Cloud. Copedia Pro helps entities organize, align, assign, and document their workflow, tasks, policies, procedures, internal controls, regulations, standards, and training into an easy to navigate web app. Our software comes pre-loaded with pre-written content to get you up and running quickly.

Our software includes tools for:

  • A Policy and Procedure Document Control System
  • Task Management
  • Reviewing workloads
  • Manpower Planning
  • Continuity and Succession Planning
  • Developing and easy to Audit Compliance System

Copedia Pro is available in several different editions.